Robert Barber (CRD# 6989583) is an Investment Advisor Representative working at Perennial Financial Services in Los Angeles, CA and has over 5 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial, LLC | Arroyo Grande, CA | Jun 2021 - Current | 2 |
Perennial Investment Advisors, LLC | Los Angeles, CA | Jun 2021 - Current | 2 |
Raymond James Financial Services, Inc. | Arroyo Grande, CA | Nov 2019 - Jun 2021 | 1 |
Raymond James Financial Services Advisors, Inc. | Arroyo Grande, CA | Nov 2019 - Jun 2021 | 1 |
Unemployed | Santa Maria, CA | Dec 2018 - Nov 2019 | < 1 |
Edward Jones | St Louis, MO | Aug 2018 - Nov 2018 | < 1 |
Unemployed | Nipomo, CA | Mar 2018 - Jul 2018 | < 1 |
Sms Masterminds | San Luis Obispo, CA | Dec 2013 - Feb 2018 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- CA
-
Total Assets Under Management1,484MILLIONS
-
Total Number of Accounts2,590ACCOUNTS
-
Average Account Value$572,880
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, HI, ID, IL, MN, MT, NC, NJ, NV, NY, OK, OR, SD, TN, TX, UT, VA, WA, WI
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